why won't Quicken desktop sync with iphone

Steve22

On my iphone, using the Quicken app, I have selected "settings-refresh data", but it
still says (under the investments category) "last synced 3 months ago".

Damend

I have the same problem. I have called Quicken before and there are several steps to resolve, but can't remember them. For some reason the mobile and desktop apps became unlinked. Needs to be fixed.

Quicken Jasmine

Hello @Steve22 and @Damend, 

Thank you for reaching out to the Community to tell us about your issue, though I apologize that you are experiencing this.

If you haven't already, I suggest resetting your cloud data from your Quicken desktop program and see if that may make a difference. However, before doing so, first, verify that the Dataset name and the File name match each other identically by navigating to Edit > Preferences > Quicken ID & Cloud Accounts (see below). 



If they do not match, please click Edit dataset name and change the Dataset name to match the File name exactly the same (do not copy the file extension: ".QDF"). 

Then, click OK in the preferences window and proceed to save a backup (just in case). From there, please follow the steps below to reset your cloud data.

1. Sign out of your Quicken Mobile/Web app(s)
2. On your desktop program go to Edit
3. Preferences...
4. Mobile & Web
5. Make sure sync shows it's ON and click on Reset your cloud data 
   
6. On the following screen you can leave the preselected option for "No, just reset my Cloud data", type Yes in the entry field to confirm, and click Reset
   
7. Wait for the sync reset to finish
8. Navigate to the Mobile & Web dropdown menu 
9. Select Cloud Sync to resync your data and to make sure no errors occur
10. Wait for it to finish syncing 
11. Sign back in on your Quicken Mobile/Web app(s)

Once that is done, see if the issue still persists.

Let me know how it goes!

Steve22

This worked like a charm....thanks. Your instructions were clear with one exception...on step 9, with
the sync set to on, all I had to do was click ok

Quicken Jasmine

Hello @Steve22, 

Thank you for reaching back out, I am happy to hear that we were able to reach a resolution!

Thank you for that feedback, I will double check with my system and revise my instructions as needed. 

Please do not hesitate to reach out with any further questions or concerns!